Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management reported 14 stocks worth $186M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (54.1%), AMZN (13.7%) and MSFT (11.5%). Compared with Q2 2026, the fund added to NVDA, QQQ and SPY and trimmed AAPL, AMZN and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $101M | 54.1% | 302K | −5,261 (−2%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $25.5M | 13.7% | 102K | −1,793 (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $21.4M | 11.5% | 42K | −4,453 (−10%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $12.7M | 6.8% | 37K | −1,388 (−4%) | 8 of 8 | |
| 5 |  COST Costco Whsl Corp New | $7.3M | 3.9% | 7,979 | −367 (−4%) | 8 of 8 | |
| 6 |  MGK Vanguard Mega Cap Growth | $6.1M | 3.3% | 66K | −1,516 (−2%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $5M | 2.7% | 15K | No change | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $3.1M | 1.7% | 14K | +241 (+2%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $1.9M | 1.0% | 2,542 | +1,236 (+95%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $1.1M | 0.6% | 1,379 | +672 (+95%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Hoffman, Alan N Investment Management 13F FAQ
What does Hoffman, Alan N Investment Management own?
Hoffman, Alan N Investment Management reported 14 stocks worth $186M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (54.1%), AMZN (13.7%) and MSFT (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Hoffman, Alan N Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 4 added to, 6 trimmed and 0 sold out.
When will Hoffman, Alan N Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hoffman, Alan N Investment Management's portfolio worth?
The Q3 2026 filing reports $186M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.